TritonPoint Partners, LLC

CIK

2111167

Location

CHEVY CHASE, MD

Portfolio Value

Small $128,978,006

Diversification

Diversified

Filing Date

Global Rank

#5,136 / 8,603 ▲ 777 · as of Mar 2026

Top Industry

Semiconductors 8.9%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.6%

SPY

+10.0%

Annualised alpha

-4.1%

Max drawdown

−8.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

129 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−1.6 pts

Top 5

23.8%

−3.9 pts

Top 10

34.7%

−5.1 pts

HHI

205

Diversified−58

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.4%	$39,260,659	25
Financial Services	15.7%	$20,296,971	19
Industrials	13.1%	$16,835,680	23
Consumer Cyclical	9.2%	$11,865,792	10
Healthcare	8.7%	$11,255,063	18
Communication Services	6.8%	$8,739,328	6
Consumer Defensive	5.2%	$6,664,745	8
Unclassified	3.5%	$4,498,649	7
Energy	2.8%	$3,626,713	5
Real Estate	2.2%	$2,840,435	3
Basic Materials	1.9%	$2,396,469	3
Utilities	0.5%	$697,502	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNL	Broadstone Net Lease, Inc.	+35,269	125,601	$2,294,730
NVDA	Nvidia Corp	+11,530	26,313	$4,588,987
APH	Amphenol Corp /De/	+8,649	11,558	$1,460,353
AMZN	Amazon Com Inc	+6,832	23,160	$4,823,533
PANW	Palo Alto Networks Inc	+6,211	8,046	$1,289,934
AAPL	Apple Inc.	+5,538	38,571	$9,788,934
NOW	ServiceNow, Inc.	+5,145	8,033	$839,850
MDLZ	Mondelez International, Inc.	+4,784	12,328	$710,585
MSFT	Microsoft Corp	+4,398	16,636	$6,158,148
AVGO	Broadcom Inc.	+3,088	9,606	$2,973,153
MRK	Merck & Co., Inc.	+2,216	8,962	$1,078,038
SYK	Stryker Corp	+2,214	3,659	$1,202,310
JPM	Jpmorgan Chase & Co	+2,093	9,682	$2,848,057
NFLX	Netflix Inc	+1,958	4,593	$441,616
CVX	Chevron Corp	+1,930	8,792	$1,819,064
ISRG	Intuitive Surgical Inc	+1,897	3,037	$1,400,026
EOG	Eog Resources Inc	+1,783	6,371	$921,055
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,774	4,258	$1,438,991
PG	PROCTER & GAMBLE Co	+1,701	4,327	$624,991
TSLA	Tesla, Inc.	+1,419	3,361	$1,249,451
GOOGL	Alphabet Inc.	+1,258	18,675	$5,370,183
TJX	Tjx Companies Inc /De/	+1,200	9,380	$1,497,986
AJG	Arthur J. Gallagher & Co.	+1,157	3,943	$853,974
V	Visa Inc.	+1,119	9,383	$2,835,917
ORCL	Oracle Corp	+1,002	11,020	$1,621,152
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
TWI	Titan International Inc	−30,000	112,551	$777,727
APTV	Aptiv PLC	−3,368	4,300	$298,592
TSCO	Tractor Supply Co /De/	−961	8,011	$362,898
NVO	Novo Nordisk A S	−677	8,477	$311,529
HALO	Halozyme Therapeutics, Inc.	−674	3,699	$239,066
OSK	Oshkosh Corp	−671	1,806	$265,861
INTU	Intuit Inc.	−237	743	$321,258
UL	Unilever PLC	−167	4,568	$260,238
FSV	FirstService Corp	−158	1,976	$274,545
NDAQ	Nasdaq, Inc.	−145	8,553	$726,064
ARES	Ares Management Corp	−135	4,884	$532,844
GD	General Dynamics Corp	−113	2,274	$780,482
LRCX	Lam Research Corp	−104	9,911	$2,117,584
CHRW	C. H. Robinson Worldwide, Inc.	−92	1,381	$229,342
GILD	Gilead Sciences, Inc.	−88	4,872	$679,010
MA	Mastercard Inc	−74	1,736	$867,409
STE	STERIS plc	−58	1,665	$368,181
ECL	Ecolab Inc.	−48	1,381	$367,373
EWBC	East West Bancorp Inc	−22	3,053	$325,938
ASML	Asml Holding NV	−14	442	$583,806
RSG	Republic Services, Inc.	−11	3,130	$685,532
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GE	General Electric Co	7,921	$2,247,742
SCHW	Schwab Charles Corp	22,733	$2,136,447
LIN	Linde PLC	3,908	$1,937,430
SPXC	SPX Technologies, Inc.	6,750	$1,349,595
GLD	Spdr Gold Trust	2,023	$870,476
TT	Trane Technologies plc	1,868	$778,470
CAT	Caterpillar Inc	878	$622,027
ANET	Arista Networks, Inc.	4,569	$560,981
NBIS	Nebius Group N.V.	5,247	$544,428
HUBB	Hubbell Inc	1,033	$506,934
CR	Crane Co	2,873	$491,283
WDC	Western Digital Corp	1,642	$444,144
KO	Coca Cola Co	5,679	$431,887
AXP	American Express Co	1,247	$377,192
UBER	Uber Technologies, Inc	4,998	$359,506
PEP	Pepsico Inc	2,101	$326,264
SLV	iShares Silver Trust	4,689	$319,508
ACM	Aecom	3,679	$312,052
APP	AppLovin Corp	774	$308,052
JCI	Johnson Controls International plc	2,254	$295,161
QXO	QXO, Inc.	15,079	$292,834
AMGN	Amgen Inc	758	$266,702
USB	US Bancorp De	4,986	$259,321
GWRE	Guidewire Software, Inc.	1,581	$236,454
CL	Colgate Palmolive Co	2,742	$233,700
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	1,589	$556,134
TRI	Thomson Reuters Corp /Can/	2,799	$369,160
SAP	Sap SE	1,115	$270,844
JKHY	Jack Henry & Associates Inc	1,336	$243,793
CRAI	Cra International, Inc.	1,116	$223,981
AXSM	Axsome Therapeutics, Inc.	1,147	$209,488
MMM	3M Co	1,257	$201,245
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

129 positions · $128,978,006 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 129 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	38,571	+5,538	$9,788,934	+9.0%	7.59%
MSFT	Microsoft Corp Technology	Added	16,636	+4,398	$6,158,148	+4.0%	4.77%
GOOGL	Alphabet Inc. Communication Services	Added	18,675	+1,258	$5,370,183	−1.5%	4.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,160	+6,832	$4,823,533	+28.0%	3.74%
NVDA	Nvidia Corp Technology	Added	26,313	+11,530	$4,588,987	+66.4%	3.56%
AVGO	Broadcom Inc. Technology	Added	9,606	+3,088	$2,973,153	+31.8%	2.31%
WMT	Walmart Inc. Consumer Defensive	Added	22,976	+884	$2,855,457	+16.0%	2.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,682	+2,093	$2,848,057	+16.5%	2.21%
V	Visa Inc. Financial Services	Added	9,383	+1,119	$2,835,917	−2.2%	2.20%
JNJ	Johnson & Johnson Healthcare	Added	10,321	+965	$2,522,865	+30.3%	1.96%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	125,601	+35,269	$2,294,730	+46.2%	1.78%
GE	General Electric Co Industrials	NEW	7,921	NEW	$2,247,742	NEW	1.74%
SCHW	Schwab Charles Corp Financial Services	NEW	22,733	NEW	$2,136,447	NEW	1.66%
LRCX	Lam Research Corp Technology	Reduced	9,911	-104	$2,117,584	+23.5%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,981	+759	$1,967,091	+9.5%	1.53%
LIN	Linde PLC Basic Materials	NEW	3,908	NEW	$1,937,430	NEW	1.50%
CVX	Chevron Corp Energy	Added	8,792	+1,930	$1,819,064	+73.9%	1.41%
GS	Goldman Sachs Group Inc Financial Services	Added	2,065	+529	$1,746,969	+29.4%	1.35%
ORCL	Oracle Corp Technology	Added	11,020	+1,002	$1,621,152	−17.0%	1.26%
SPY	Spdr S&P 500 ETF Trust	Added	2,358	+48	$1,533,501	−2.6%	1.19%
META	Meta Platforms, Inc. Communication Services	Added	2,666	+856	$1,525,298	+27.7%	1.18%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	9,380	+1,200	$1,497,986	+19.2%	1.16%
ADI	Analog Devices Inc Technology	Added	4,651	+232	$1,479,669	+23.5%	1.15%
APH	Amphenol Corp /De/ Technology	Added	11,558	+8,649	$1,460,353	+271.5%	1.13%
WFC	Wells Fargo & Company/Mn Financial Services	Added	18,169	+627	$1,446,434	−11.5%	1.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,258	+1,774	$1,438,991	+90.6%	1.12%
GEV	GE Vernova Inc. Industrials	Added	1,613	+301	$1,407,987	+64.2%	1.09%
BA	Boeing Co Industrials	Added	7,044	+451	$1,401,967	−2.1%	1.09%
ISRG	Intuitive Surgical Inc Healthcare	Added	3,037	+1,897	$1,400,026	+116.8%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,857	+167	$1,369,074	+1.3%	1.06%
SPXC	SPX Technologies, Inc. Industrials	NEW	6,750	NEW	$1,349,595	NEW	1.05%
PANW	Palo Alto Networks Inc Technology	Added	8,046	+6,211	$1,289,934	+281.6%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,361	+1,419	$1,249,451	+43.1%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,226	+92	$1,221,623	+24.9%	0.95%
SYK	Stryker Corp Healthcare	Added	3,659	+2,214	$1,202,310	+136.7%	0.93%
RTX	RTX Corp Industrials	Added	6,001	+533	$1,157,592	+15.4%	0.90%
QQQ	Invesco Qqq Trust, Series 1	Added	1,984	+448	$1,145,125	+21.4%	0.89%
CB	Chubb Ltd Financial Services	Added	3,399	+246	$1,107,836	+12.6%	0.86%
MRK	Merck & Co., Inc. Healthcare	Added	8,962	+2,216	$1,078,038	+51.8%	0.84%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	2,868	+114	$989,890	+22.4%	0.77%
DOV	DOVER Corp Industrials	Added	4,703	+299	$980,340	+14.0%	0.76%
EOG	Eog Resources Inc Energy	Added	6,371	+1,783	$921,055	+91.2%	0.71%
GLD	Spdr Gold Trust	NEW	2,023	NEW	$870,476	NEW	0.67%
MA	Mastercard Inc Financial Services	Reduced	1,736	-74	$867,409	−16.1%	0.67%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	3,943	+1,157	$853,974	+18.4%	0.66%
NOW	ServiceNow, Inc. Technology	Added	8,033	+5,145	$839,850	+89.8%	0.65%
SPGI	S&P Global Inc. Financial Services	Added	2,040	+726	$820,902	+26.4%	0.64%
UNH	Unitedhealth Group Inc Healthcare	Added	3,004	+683	$812,852	+6.1%	0.63%
BLK	BlackRock, Inc. Financial Services	Added	836	+144	$803,989	+8.5%	0.62%
GD	General Dynamics Corp Industrials	Reduced	2,274	-113	$780,482	−2.9%	0.61%